SMART GOAL WORKSHEET
When working on your smart goals please remember they must be:
Specific: Choose an actual task or responsibility to be performed by employee. The task/responsibility should be clear and easy to understand.
Measurable: You must choose the appropriate measurement for defining each employee’s task/responsibility.
Quantity: The number, rate, amount, margin, percentage, of the product or service that is expected to be accomplished when the employee performs the task.
Quality: The Characteristics of the task performed.
Time: The period, duration or term involving the task or responsibility.
Cost: The budget and financial allocations designed for the task or responsibility.
Achievable:Can this task/responsibility be accomplished or completed by the employee?
Ask the following questions:
- Does the employee have knowledge, experience, and skills for the task?
- Does the employee understand and know the planning and steps it takes to get the task done?
- Can the employee manage the scope of the task?
- Does the employee have the necessary resources for the task?
- Is the task realistic enough to attain success within the agreed upon time frame?
Relevant: Does the employee’s task/responsibility directly contribute to the mission/goals of the department and City of Houston.
Time-Based:There should be a clear timeframe, deadline, or other time-based expectations when the action, activity or behavior will take place.
Write out your smart goal and then read it and check off each category to make sure that you have met each requirement.
SMART GOAL WORKSHEET-EXAMPLE
When working on your smart goals please remember they must be:
Specific: Choose an actual task or responsibility to be performed by employee. The task/responsibility should be clear and easy to understand.
Performs intermediate traffic operational studies, makes recommendations, inputs data and produces analysis reports in a safe and efficient manner.
Measurable: You must choose the appropriate measurement for defining each employee’s task/responsibility.
Quantity - Must complete deadlines 80%-85% of the time.
Achievable: Can this task/responsibility be accomplished or completed by the employee?
Ask the following questions:
- Does the employee have knowledge, experience, and skills for the task? YES
- Does the employee understand and know the planning and steps it takes to get the task done?YES
- Can the employee manage the scope of the task? YES
- Does the employee have the necessary resources for the task? YES
- Is the task realistic enough to attain success within the agreed upon time frame? YES
Relevant: Does the employee’s task/responsibility directly contribute to the mission/goals of the department and City of Houston.
Yes, this job is relevant to the position and the goals of the department.
Time-Based: There should be a clear timeframe, deadline, or other time-based expectations when the action, activity or behavior will take place.
Meets deadlines during the rating period.
Your Smart Goal or Meets Expectations (3 rating) will read:
Performs intermediate traffic operational studies, makes recommendations, inputs data and produces analysis reports in a safe and efficient manner 80% to 85% of the time during the rating period.
RATING CRITERIA WORKSHEET- EXAMPLE
RATING CRITERIA:
EXCEPTIONAL (5) – Performs intermediate traffic operational studies, makes recommendations, inputs data and produces analysis reports in a safe and efficient manner 91%-100% of the time during the rating period;
EXCEEDS EXPECTATIONS (4) – Performs intermediate traffic operational studies, makes recommendations, inputs data and produces analysis reports in a safe and efficient manner 86% -90%of the time during the rating period;
MEETS EXPECTATIONS (3) –Performs intermediate traffic operational studies, makes recommendations, inputs data and produces analysis reports in a safe and efficient manner 80%-85% of the time during the rating period;
BELOW EXPECTATIONS (2) – Performs intermediate traffic operational studies, makes recommendations, inputs data and produces analysis reports in a safe and efficient manner 75%-79% of the time during the rating period;
NEEDS IMPROVEMENT (1) - Performs intermediate traffic operational studies, makes recommendations, inputs data and produces analysis reports in a safe and efficient manner below 75% of the time during the rating period.
DIVISION:______
BRANCH: ______
SECTION/GROUP:______
______
1.JOB TITLE:______
TASK:______
SMART GOAL:
RATINGCRITERIA:
EXCEPTIONAL (5) –
EXCEEDS EXPECTATIONS (4) –
MEETS EXPECTATIONS (3) –
BELOW EXPECTATIONS (2) –
NEEDS IMPROVEMENT (1)-
2. JOB TITLE:______
TASK:______
SMART GOAL:
RATING CRITERIA:
EXCEPTIONAL (5) –
EXCEEDS EXPECTATIONS (4) –
MEETS EXPECTATIONS (3) –
BELOW EXPECTATIONS (2) –
NEEDS IMPROVEMENT (1)-
3. JOB TITLE:______
TASK:______
SMART GOAL:
RATING CRITERIA:
EXCEPTIONAL (5) –
EXCEEDS EXPECTATIONS (4) –
MEETS EXPECTATIONS (3) –
BELOW EXPECTATIONS (2) –
NEEDS IMPROVEMENT (1)-
4. JOB TITLE:______
TASK:______
SMART GOAL:
RATING CRITERIA:
EXCEPTIONAL (5) –
EXCEEDS EXPECTATIONS (4) –
MEETS EXPECTATIONS (3) –
BELOW EXPECTATIONS (2) –
NEEDS IMPROVEMENT (1)–
GENERAL BEHAVIORAL FACTORS (ALL EMPLOYEES)
Choose up to 4 critical general behavioral factors related to the position.
(1)
(2)
(3)
(4)
SUPERVISOR/MANAGER BEHAVIORAL FACTORS(SUPERVISORS &MANAGERS ONLY)
Choose up to 4 critical supervisor/manager behavioral factors related to the position.
(1)
(2)
(3)
(4)
1 / DRAFT Prepared by: JoAnne Perry & Susan Kimble – Public Works & Engineering | Edited by: George Baines, Bonnie Sandberg, & Noel A. Pinnock June 2013